Arkolith/Funds/Note Advisors, LLC

Note Advisors, LLC

CIK 2056243
Holdings as of Jun 30, 2026·disclosed Aug 14, 2026·~45-day 13F lag·13F-HR
Active Filer

Note Advisors, LLC holds a focused book of 86 reported positions worth $230.6M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Ishares J.P. Morgan Em High and trimmed Vanguard Russell 1000. Their largest long position is Dimensional US Core Equity M at 24% of the reported non-option book.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
51%
Top 10 holdings
65%
Top 20 holdings
80%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

5% mapped to company sectors

ETFs / funds
95%
Information Technology
3%
Consumer Discretionary
1%
Financials
1%

+2 sectors below the cut, 1% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Note Advisors, LLC

Manager / fundShared namesTheir $ in those
GuidedMoney, LLC16 / 80$187.2M
Capstone Capital LLC9 / 80$135.8M
Heffernan Advisory, Inc11 / 80$89.2M
Verisail Partners, LLC13 / 80$199.6M
Vannoy Advisory Group, Inc.14 / 80$129.2M
Prospera Capital Management, LLC24 / 80$233.0M
Daniel Investment Group, Inc.11 / 80$122.6M
Lexington Hill Partners, LLC21 / 80$146.5M

Ranked by the share of each fund's own book sitting in the names it shares with Note Advisors, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

86 positions
#SecurityValueShares% PortLast moveHistory
1Dimensional ETF Trust
US CORE EQT MKT
$54.8M1.06M
23.8%
+13%
Added · +123K sh
2Dimensional ETF Trust
CORE FIXE IN ETF
$24.4M579.2K
10.6%
+22%
Added · +103K sh
3Dimensional ETF Trust
INTL CORE EQT MK
$19.1M462.1K
8.3%
+13%
Added · +53K sh
4Dimensional ETF Trust
US COR EQU 2 ETF
$11.2M253.3K
4.9%
+1.2%
Added · +3K sh
5Vanguard BD Index FDS
TOTAL BND MRKT
$9.2M125.0K
4.0%
+7.0%
Added · +8K sh
6Dimensional ETF Trust
EMGR CRE EQT MNG
$7.6M190.1K
3.3%
+2.4%
Added · +5K sh
7Vanguard Scottsdale FDS
VNG RUS1000IDX
$7.2M21.4K
3.1%
−3.1%
Reduced · −696 sh
8Vanguard Index FDS
REAL ESTATE ETF
$5.9M61.4K
2.6%
+0.6%
Added · +386 sh
9Ishares TR
NEW YORK MUN ETF
$5.4M100.6K
2.4%
+4.4%
Added · +4K sh
10Vanguard Whitehall FDS
INTL HIGH ETF
$5.3M54.1K
2.3%
+3.6%
Added · +2K sh
11First TR Exch Traded FD III
PFD SECS INC ETF
$4.2M235.8K
1.8%
+10%
Added · +22K sh
12Ishares TR
IBOXX INV CP ETF
$4.2M38.2K
1.8%
+9.2%
Added · +3K sh
13Dimensional ETF Trust
INTL COR FIX ETF
$3.7M68.8K
1.6%
+12%
Added · +7K sh
14Vanguard Charlotte FDS
TOTAL INT BD ETF
$3.5M72.9K
1.5%
−1.4%
Reduced · −1K sh
15Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$3.2M45.3K
1.4%
+0.9%
Added · +391 sh
16SPDR Series Trust
ST STR TIPS ETF
$3.1M120.9K
1.3%
+5.2%
Added · +6K sh
17Dimensional ETF Trust
US REAL ESTA ETF
$3.0M114.2K
1.3%
+19%
Added · +19K sh
18Dimensional ETF Trust
NATL MUN BD ETF
$3.0M61.5K
1.3%
+6.5%
Added · +4K sh
19Global X FDS
NASDAQ 100 COVER
$2.8M152.9K
1.2%
+2.3%
Added · +3K sh
20Dimensional ETF Trust
US COR EQU 1 ETF
$2.7M33.3K
1.2%
+10%
Added · +3K sh
21Ishares U S ETF TR
GSCI CMDTY STGY
$2.4M80.3K
1.1%
+8.5%
Added · +6K sh
22Schwab Strategic TR
US DIVIDEND EQ
$2.4M76.4K
1.1%
+2.6%
Added · +2K sh
23J P Morgan Exchange Traded F
EQUITY PREMIUM
$2.3M41.6K
1.0%
+5.8%
Added · +2K sh
24Vanguard Specialized Funds
DIV APP ETF
$2.3M9.8K
1.0%
+3.5%
Added · +329 sh
25Alphabet Inc
CAP STK CL C
$2.2M6.3K
1.0%
−0.5%
Reduced · −30 sh
26Vanguard Mun BD FDS
TAX EXEMPT BD
$1.9M38.5K
0.8%
+8.4%
Added · +3K sh
27Invesco Exch Traded FD TR II
NY AMT FRE MUN
$1.9M81.4K
0.8%
+11%
Added · +8K sh
28Ishares Inc
JP MRGN EM HI BD
$1.5M36.7K
0.6%
New
New position
29Ishares TR
CORE MSCI TOTAL
$1.3M13.9K
0.6%
~0%
Reduced · −4 sh
30Ishares TR
RUS 1000 ETF
$1.3M3.2K
0.6%
−0.1%
Reduced · −3 sh
31Dimensional ETF Trust
INTL CORE EQUITY
$1.2M32.3K
0.5%
+0.1%
Added · +38 sh
32SPDR Series Trust
ST PORT HIGH ETF
$1.2M50.6K
0.5%
+5.7%
Added · +3K sh
33Ishares TR
TIPS BD ETF
$1.2M10.8K
0.5%
−5.8%
Reduced · −669 sh
34Apple Inc
COM
$1.1M3.8K
0.5%
−2.1%
Reduced · −80 sh
35McDonalds Corp
COM
$1.1M4.0K
0.5%
Held
36Ishares TR
NATIONAL MUN ETF
$1.0M9.7K
0.5%
−1.5%
Reduced · −151 sh
37Ishares TR
CORE INTL AGGR
$978K19.3K
0.4%
−3.0%
Reduced · −601 sh
38Goldman Sachs ETF TR
ACCESS INVT GR
$917K20.0K
0.4%
−11%
Reduced · −3K sh
39NBT Bancorp Inc
COM
$891K18.0K
0.4%
+0.9%
Added · +169 sh
40Microsoft Corp
COM
$793K2.1K
0.3%
−14%
Reduced · −343 sh
41United Airls Hldgs Inc
COM
$791K5.8K
0.3%
−1.2%
Reduced · −71 sh
42Vanguard Scottsdale FDS
TOTAL CORP BND
$715K9.3K
0.3%
Held
43Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$631K10.6K
0.3%
−0.7%
Reduced · −76 sh
44Alphabet Inc
CAP STK CL A
$585K1.6K
0.3%
−4.7%
Reduced · −80 sh
45Broadcom Inc
COM
$565K1.5K
0.2%
Held
46Invesco QQQ TR
UNIT SER 1
$513K696
0.2%
Held
47Vanguard Scottsdale FDS
VNG RUS2000VAL
$494K2.5K
0.2%
+1.5%
Added · +37 sh
48Vanguard Star FDS
VG TL INTL STK F
$486K5.7K
0.2%
Held
49Vanguard Index FDS
VALUE ETF
$479K2.2K
0.2%
−0.3%
Reduced · −6 sh
50Bondbloxx ETF Trust
BLOOMBERG SIX MN
$474K9.4K
0.2%
−50%
Reduced · −9K sh
Showing 50 of 86 positions
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Filing history

As-of date vs the date the SEC received each filing

$230.6M · Q2 2026Q2 2025 · $144.6MQ2 2026 · $230.6M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 14, 202645d86$230.6M13F-HR
Q1 2026Mar 31, 2026May 15, 202645d85$200.1M13F-HR
Q4 2025Dec 31, 2025Feb 18, 202649d83$194.9M13F-HR
Q3 2025Sep 30, 2025Nov 14, 202545d83$168.2M13F-HR
Q2 2025Jun 30, 2025Aug 14, 202545d74$144.6M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.